Marketing & Engagement Strategist

2 - 5 years

8 - 12 Lacs

Posted:2 months ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Title: Marketing & Engagement Strategist

Location: Mumbai (On-site)

Job Type: Full-Time

Industry: Investment Advisory / Financial Services

Experience Required: 2+ years

Role Overview

TBNG Capital Advisors, a trusted investment advisory firm working with HNIs, NRIs, and CXOs, is looking for a dynamic and results-driven Marketing & Engagement Strategist. This role is ideal for someone who combines digital marketing knowledge with client engagement skills to drive business development and create exceptional brand experiences.

Key Responsibilities

Lead Generation & Funnel Management

Manage inbound and outbound leads through digital platforms, paid campaigns, and referrals



Own the CRM funnel from initial contact to meeting conversion



Perform timely and consistent follow-ups to qualify and nurture leads



Digital Marketing Execution

Coordinate with agencies and internal teams to implement digital campaigns



Support ongoing outreach via email, WhatsApp, and LinkedIn



Monitor and analyze campaign performance; suggest data-driven improvements



Client Engagement & Events

Organize high-touch webinars, masterclasses, and networking events for prospects



Handle logistics, guest lists, invitations, and post-event follow-ups



Ensure seamless brand experience aligned with client expectations



Reporting & Analytics

Maintain performance dashboards for lead tracking, engagement, and conversion metrics



Present actionable insights to leadership to optimize strategy



Candidate Profile

Required Skills & Experience

Minimum 2 years in digital marketing, lead generation, or event strategy



Strong communication skills - both written and verbal



Proficient in CRM tools, Excel, email platforms, and social media



Highly organized with the ability to manage multiple projects simultaneously



Preferred (Not Mandatory)

Background in financial services, wealth management, or advisory



Soft Skills

Proactive and self-driven



Creative mindset with attention to detail



Comfortable working in a fast-paced, client-focused environment



What s Offered

Opportunity to work with elite clientele (CXOs, NRIs, HNIs)



Mentorship from experienced financial and marketing professionals



Competitive compensation with performance-linked incentives



Accelerated career growth in a high-performance team

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